BUSINESSASIA TIMES
AI boom, not oil shock, driving real yields structurally higher
Ten-year US Treasury yields are near 4.5% despite subdued bond market inflation expectations, with the AI boom cited as a structural driver of real yields rather than oil price jumps or Middle East conflicts. Barclays notes that traditional inflation risks are not translating into market panic.
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Adjacent reporting
- Bond Yields Jump on Global Inflation Angst
- US Treasury Yields Hit Highest Levels Since March as Oil Surges
- Treasury yields rise amid global bond rout as inflation fears grip investors
- Treasuries Lead Global Bond Yields Higher on Inflation Angst
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